Congress Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$30.2M	Sell	284,836 -8,672	-3%	-$829K	0.29%	81
2025 Q1	$26.5M	Sell	293,508 -9,736	-3%	-$961K	0.32%	74
2024 Q4	$30.4M	Buy	303,244 +63,372	+26%	+$6.23M	0.42%	55
2024 Q3	$22.5M	Sell	239,872 -356,212	-60%	-$32.3M	0.3%	85
2024 Q2	$54.3M	Buy	596,084 +2,928	+0.5%	+$250K	0.86%	19
2024 Q1	$50M	Sell	593,156 -34,948	-6%	-$2.82M	0.86%	20
2023 Q4	$47.6M	Buy	628,104 +36,016	+6%	+$2.55M	0.87%	17
2023 Q3	$39.4M	Buy	592,088 +564,748	+2,066%	+$39M	0.81%	23
2023 Q2	$1.88M	Sell	27,340 -7,244	-21%	-$461K	0.04%	270
2023 Q1	$2.11M	Sell	34,584 -144,784	-81%	-$8.34M	0.05%	259
2022 Q4	$9.61M	Buy	179,368 +126,272	+238%	+$6.95M	0.25%	128
2022 Q3	$2.79M	Buy	53,096 +25,340	+91%	+$1.49M	0.08%	241
2022 Q2	$1.52M	Sell	27,756 -4,048	-13%	-$243K	0.04%	300
2022 Q1	$2.21M	Sell	31,804 -20,052	-39%	-$1.37M	0.05%	288
2021 Q4	$3.96M	Buy	+51,856	New	+$3.84M	0.08%	249